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— | howto:addvocab [2023/06/07 20:39] (current) – created - external edit 127.0.0.1 | ||
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+ | ====== How to: Add a Vocabulary to a Record or Template ====== | ||
+ | ===== Quick Steps ===== | ||
+ | |||
+ | *Put your cursor on the ' | ||
+ | *Press the < | ||
+ | |||
+ | ==== Insert an existing vocabulary ==== | ||
+ | |||
+ | To choose from a list of already assigned local vocabularies appropriate for the entity (if there are any): | ||
+ | |||
+ | -Click on the empty Element Label box, and then the down arrow to choose from a list | ||
+ | -Select an existing vocabulary | ||
+ | -< | ||
+ | |||
+ | ==== Create a new (local) vocabulary ==== | ||
+ | |||
+ | To create your own list of vocabulary terms for an element | ||
+ | |||
+ | -Click on the empty Element Label box, and enter a vocabulary name | ||
+ | -< | ||
+ | -Indicate "What Kind of data is this?": | ||
+ | -Indicate the Source of the vocabulary | ||
+ | -Indicate the Kind of vocabulary for the data | ||
+ | -Click < | ||
+ | |||
+ | ==== Detailed Steps ==== | ||
+ | //Needs work// --- // | ||
+ | |||
+ | To add a local vocabulary of your own to a template: | ||
+ | |||
+ | *{{: | ||
+ | |||
+ | * If your new vocabulary is a parent vocabulary, put your cursor on a parent vocabulary label | ||
+ | * If your new vocabulary is a sub-vocabulary, | ||
+ | * You can [[howto: | ||
+ | * Press the < | ||
+ | |||
+ | Either: Choose from a list of already assigned local vocabularies appropriate for the entity (if there are any)--(this works for templates and records) | ||
+ | -{{: | ||
+ | -Select a vocabulary label | ||
+ | -< | ||
+ | |||
+ | Or: Enter a local vocabulary name--(this only works for templates) | ||
+ | |||
+ | -Click on the empty Element Label box, and enter a vocabulary name {{: | ||
+ | -< | ||
+ | -{{: | ||
+ | - {{: | ||
+ | - {{: | ||
+ | * Fixed list—the user will only be able to choose from the closed list of terms that you provide | ||
+ | * Fixed, plus user terms—the user will be able to choose from the open list of terms that you provide, or enter a term of their own | ||
+ | * May have sub-elements—either way (fixed or fixed plus) the vocabulary might have sub-elements, | ||
+ | - Click < | ||
+ | - The system will add an appropriate vocabulary symbol for the source of the vocabulary, to the end of the label, e.g., " | ||
+ | |||
+ | You will be able to change these vocabulary settings later using [[menu: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **__In a template__**: | ||
+ | |||
+ | **__In a record__**: do not add a vocabulary to a record; if you do, then that new vocabulary will show up as ' |